What we’re about
The Vancouver Financial Mastery Meetup will provide an opportunity for success-driven, idea-hungry, passion-oriented people to get together for sharing, understanding and mastering financial ideas. The purpose of this group is to understand the strategies of wealth creation and growth.
We will explore the answer to this and other questions, such as the following:
- What is wealth?
- What do people do to create and grow wealth?
- How do investments work?
- How should I invest?
- Is insurance important?
- How should I feel about taxes?
- How do income taxes work?
- Is there a spiritual side to money?
- Is financial planning beneficial?
- Should I invest into Real Estate? or Gold? or Oil? or ______________?
- Many more
We will bring experts and guest speakers to share their wisdom and experience as well. Other topics of discussion may include physical and spiritual wealth, real estate, stocks, alternative investing strategies, and many more. This group was created for individuals who would like to better understand physical and spiritual wealth in a safe environment.
All levels are welcome.
Attending this meetup could be the best financial decision you have ever made in your life! Looking forward to seeing you there.
Alexei Schwartzman, CFP
Certified Financial Planner
Mutual funds products are offered through Investia Financial Services Inc.
Upcoming events (3)
See all- Advanced Investment StrategiesNeeds location
Ready to go beyond the basics?
This webinar is designed for experienced investors looking to take their portfolio to the next level. We'll explore advanced strategies, risk management techniques, and wealth-building tools that go far beyond traditional investing advice.
In this session, we’ll cover:
- Optimize your portfolio for growth, protection, and legacy
- Tax-efficient investing and exit strategies
- Risk management in volatile markets
- Strategic diversification beyond stocks and bonds
- Planning for liquidity, taxes, and long-term wealth transfer
Whether you're a seasoned DIY investor or working with an advisor, this webinar will give you new tools and perspectives to strengthen your investment approach.
REGISTER by clicking here.
Please be sure to register at the link to receive login details.Presented by:
Alexei Schwartzman is a Certified Financial Planner and the owner of Schwartzman Financial Corp. He has been guiding clients to achieve their financial goals since 2008. His areas of expertise are investments, taxes, and teaching financial concepts to others. - Retirement PlanningNeeds location
Not sure if you're on track for retirement? You're not alone—and it's never too early (or too late) to plan.
This free, practical webinar is designed to help you understand what retirement costs and how to set yourself up for success. We’ll cover everything from pensions to personal savings, with clear steps to help you feel confident about the future.
You’ll learn:
✅ RRSPs, TFSAs, and pensions—how they work together.
✅ Withdrawal strategies to reduce taxes over time.
✅ Timing your CPP and OAS for maximum benefit.
✅ Planning for healthcare and lifestyle costs.Whether you're five years out or just starting to think ahead, this session will give you the tools to take action with confidence.
Bring your questions—we’ll have a live Q&A!
REGISTER by clicking here.
Please be sure to register at the link to receive login details.Presented by:
Alexei Schwartzman is a Certified Financial Planner and the owner of Schwartzman Financial Corp. He has been guiding clients to achieve their financial goals since 2008. His areas of expertise are investments, taxes, and teaching financial concepts to others. - Planning for Major Life EventsNeeds location
Major life events come with major financial decisions, and the more prepared you are, the smoother the transition.
In this free 45-minute webinar, we’ll walk through the essential financial strategies for navigating life’s biggest shifts, from getting married to growing your family to changing careers.
We’ll cover:
- How to set joint financial goals and plan as a couple
- The cost of raising a child—and how to save smart
- Getting mortgage-ready and budgeting for big purchases
- Insurance, estate planning, and protecting what matters
- Keeping your investments on track through it all
Life is unpredictable—your finances don’t have to be.
Bring your questions—we’ll have a live Q&A!
REGISTER by clicking here.
Please be sure to register at the link to receive login details.Presented by:
Alexei Schwartzman is a Certified Financial Planner and the owner of Schwartzman Financial Corp. He has been guiding clients to achieve their financial goals since 2008. His areas of expertise are investments, taxes, and teaching financial concepts to others.
